LWM
NET icon

Long Walk Management’s Cloudflare NET Stock Holding History

Long Walk Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-81,765
Closed -$16M – 10
2025
Q2 		$16M Sell
81,765
-56,085
-41% -$8.14M 4.05% 9
2025
Q1 		$15.5M Sell
137,850
-221,150
-62% -$29.3M 5.03% 9
2024
Q4 		$38.7M Sell
359,000
-13,250
-4% -$1.29M 13.84% 1
2024
Q3 		$30.1M Sell
372,250
-1,250
-0.3% -$100K 12.46% 3
2024
Q2 		$30.9M Buy
373,500
+168,500
+82% +$13.6M 14.61% 2
2024
Q1 		$19.9M Buy
205,000
+52,000
+34% +$4.71M 9.9% 6
2023
Q4 		$12.7M Sell
153,000
-103,500
-40% -$7.24M 8.25% 5
2023
Q3 		$16.2M Sell
256,500
-58,500
-19% -$3.75M 11.95% 4
2023
Q2 		$20.6M Sell
315,000
-184,000
-37% -$11M 15.23% 2
2023
Q1 		$30.8M Sell
499,000
-31,000
-6% -$1.7M 27.46% 1
2022
Q4 		$24M Sell
530,000
-144,000
-21% -$7.12M 25.82% 1
2022
Q3 		$37.3M Buy
674,000
+176,500
+35% +$10.5M 35.85% 1
2022
Q2 		$21.8M Buy
497,500
+207,500
+72% +$14.9M 20.99% 3
2022
Q1 		$34.7M Buy
290,000
+4,000
+1% +$417K 27.24% 2
2021
Q4 		$37.6M Sell
286,000
-180,797
-39% -$30.3M 25.67% 2
2021
Q3 		$52.6M Sell
466,797
-8,000
-2% -$956K 39.76% 1
2021
Q2 		$50.3M Buy
+474,797
New +$39.3M 34.53% 1

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Walk Management's NET Position: Q3 2025 in Review

Long Walk Management sold out of Cloudflare (NET) in Q3 2025, closing a stake of 81,765 shares — an estimated $16M sold.

Long Walk Management first reported a position in NET in Q2 2021 and held it in 17 quarters. The position peaked at $52.6M in Q3 2021. 1,038 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • Long Walk Management reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
  • Long Walk Management sold 81,765 Cloudflare shares in Q3 2025, an estimated $16M.
  • Long Walk Management first reported a position in Cloudflare in Q2 2021 and held it in 17 quarters.
  • Long Walk Management's Cloudflare position peaked at $52.6M in Q3 2021.
  • 1,038 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Long Walk Management's 13F filing for Q3 2025, filed 7 Nov 2025.